Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,188 | $106,749+4.2% | $145,433-23.5% | $82,448+34.9% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 16.23% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,444 | $3,444-29.0% | $4,554-46.3% | $2,551-4.2% |
| Participant deferral / active EE | $7,038 | $6,519+8.0% | $7,897-10.9% | $4,139+70.0% |
| Admin fee / account holder | $6,214 | $8,390-25.9% | $13,129-52.7% | $7,234-14.1% |